Barron's Bounce: Investors Hop Aboard Kansas City

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I ... good news for Warren Buffett's ... receptor on Jack Otter and her parents dot com here is jackals senior editor of magazine ... as we normally due on Monday get together talk about the stocks that are bouncing on mentioned Barron's will star with Kansas City Southern ... on one of the smaller of the Big railroad value and make the train whistle to start off the segment we talked about that but you know the XTS is Joe Biden gets ... old and died trying to join wall right now ... this is a company that has to really strong things going for first full ... exposure Mexico ... the main attraction Mexico's going great thing because wage inflation in China a lot of manufacturing is as should the Mets go work cheaper transport in the US ... I miss the rail line in the wings goes from export of us ... all also oil you know there's a there's a drilling boom on is not quite enough pipeline capacity to carry all the crews of this is the cover the can carry ... up oil from one spot to another little more expensive to do on trains and on pipelines ... but it's worth because we have such a glut of cheap crude in the US right now so ones are really going to come ... coal mining is down with a few books ... cheaper and better environment natural gas but then on deals are helping make up some of that difference is that manufacturing is on it's ... yes and and then discovers going to spend no extra earnings on technology upgrades efficiency gains are really just keeps getting better right now for the rails and can seize up about three percent and ... are your picks Steiner leisure is also doing well right ... they make gels and creams and all sorts of the names are little unusual assault one was called ... fat Girl Sixpack I don't really know what that means that the money isn't everything Our ... while that's a good base of reasons response on cruise ships and resorts ... aam and and of course great profit margins as you might imagine earning a forty percent of our minds on the gross margins on the pot odds on marketing a label and frankly right that and you know the cruise ships on the newer ships they've been increasing the amounts of space they devote to the spas lessons via business on the rise ... in the keys here is that ... the ships flying the flags from low tax countries of the company makes ... great money makes an overseas doesn't pay so much in taxes mountains are on the rise but not a cheap stock ... very nice and finally I you talk about something very close to my heart in a different column ... I'm that is the fees that people pay on funds in my book I point out that ... you pay extra for a car you probably get a nice and are you pay up for a watch again lesser watched refunds is the opposite Payless get more ... it's really a strange model isn't it so we we've seen evidence ... for a long time now to find these big sales charges that they underperform index funds rate many outperforms is more lesson on the size of a ... fall in in in this new study that slated for publication the Journal of Finance what they find is that ... aam even after you sort of wash away the extra charges of these load funds still do for ... an actively managed funds that don't have these upfront sales charges to the Nephi also been saying things like ... but the phones are sold directly the dawn of the sales charges ... they are they invest more and managed the bank to get managers that come out of schools with higher math as a T score and things like that ... on the year in a more focused strategies that hire fewer subadvised more in house man or with also bodes well for econs ... aam and we do the math like a dentist or you find that ... the amount that you will what you don't stand to lose from a sales charge on a fund is nothing compared with the amount you could lose from under performance ... on really think about its answer isn't right to direct I have only their record to live on all near numbers that are sold by Roku ESL ... some ... thought into it your thanks very much thank you ... thank you ...